GAME OF DRONES

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y diane e. alter Offering Financial Advice – Not Products Real Financial Advice for Serious People Few investors understand how their financial adviser gets paid – a conundrum that could ultimately cost them plenty. When an investor doesn’t understand how much they’re actually paying in fees and expenses, when their adviser keeps skirting the issue, or when an adviser constantly pushes products, it’s high time to consider switching to another adviser. “I started The Fieldstone Financial Management Group when I saw the need in the investment management environment to offer clients objective advice – not products,” founder and President Kristofor Behn told “The Suit.” With roots dating back to 1965, Fieldstone is truly a pioneer in the fee-only business. The firm is one of the oldest, continuously operating fee-only financial planning and investment advisory firms in the United States and has received quite a number of accolades. Fieldstone has appeared in “Forbes Magazine” for being named one of the Top 10 Most Dependable Advisers in the Northeast and Mid-Atlantic. And, the firm has been recognized by “Bloomberg Wealth Magazine” as one of the Top 150 Wealth Managers in the US every year since the magazine began ranking advisers. “We’ve been growing the practice organically,” Behn explained. Indeed, since 2000, Fieldstone has completed six acquisitions and the firm has client service locations nationwide. “Unlike many advisory firms, we don’t look solely at an individual’s net worth. We look for those we can have a good impact on. We look for clients who have great potential and that are willing to be coached and guided in a process that will yield rewards and profits,” Behn detailed. After reviewing a prioritized list of goals, Fieldstone builds service offerings around reaching them and then puts a plan of action in place to help each client ultimately achieve those goals. “Ours is a relationship-oriented business, so we start by truly getting to know clients,” - Behn shared. Services include comprehensive financial planning, investment advisory services and tax return preparation. The team is a highly qualified mix of professionals with decades of financial industry experience. Behn emphasized, “The key to building a successful firm is to surround yourself with good people. Retention is also important. Loyalty and experience provides invaluable stability.” Behn describes the firm as conservative, seeking risk-adjusted returns wherever they might be. “You have to be prepared for opportunities when they present themselves. That has always been our strong suit. For example, you have to embrace environments where there is growth. We presently see that in emerging markets. We approach risk with open eyes and monitor it very closely. ‘Realistic’ is actually the better word to describe Fieldstone.” To be sure, today’s seemingly unstoppable equity markets call for serious reality checks. www.fieldstonefinancial.com THE SUIT MAGAZINE - DEC / JAN 2014
VION Receivable Investments, headquartered in Atlanta, Georgia, is an international provider of receivable investment services to businesses managing consumer and commercial receivables. VION provides a single, comprehensive source of expertise in commercial receivable factoring and consumer receivable purchasing, valuations, and process consulting. VION Receivable Investments 400 Interstate North Parkway Suite 800 Atlanta, GA 30339 877.845.5242 phone 678.815.1557 fax Mesquite Corporate Center 14646 N. Kierland Blvd. Suite 122 Scottsdale, AZ 85254 480.729.6419 phone 866.260.1826 fax 123 North College Avenue Suite 210B Fort Collins, CO 80524 877.845.5242 phone 970.672.8714 fax 11921 Freedom Drive Suite 550 Reston, VA 20190 703.736.8336 phone VION Advisory Services 18017 Chatsworth Street Suite 28 Granada Hills, CA 91344 818.216.9882 phone 818.891.8738 fax VION Europa Paseo de la Castellana 95-15 (Torre Europa) Madrid 28046 Espanha +34 91 418 50 88 phone www.vioneuropa.es RECEIV ABLE INVESTMENTS Atlanta • Phoenix • Fort Collins • Reston • Los Angeles • Madrid
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Page 3 and 4: publishers note ISSUE 58 | DEC / JA
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Page 21 and 22: ties to educate them about money an
Page 23 and 24: y rachel velazquez Be not afraid of
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Page 29 and 30: “ We understand the many challeng
Page 31 and 32: A Hawk’s Eye on Investment Strate
Page 33 and 34: y amy m. armstrong ANALYTICAL NERDI
Page 35 and 36: thin Sat ® Ground Mobile Antennas
Page 37 and 38: in Consumer Protection ment at the
Page 39 and 40: y judy magness Cybercriminals Shake
Page 41 and 42: SIONAL ADVICE that by helping them
Page 43: Friendship for Successful Investmen
Page 47 and 48: y travis taylor Experience Pulls Ah
Page 49 and 50: y travis taylor FINANCIAL PLANNING
Page 51 and 52: Preserve your wealth with CitiTrust
Page 53 and 54: grown more than 400 percent, aiming
Page 55 and 56: Without a Financial Plan it’s Jus
Page 57 and 58: y diane e alter CONSCIOUS OF RISK O
Page 59 and 60: Top Ten Securities Class Action Set
Page 61 and 62: y diane alter A Lone Wolf Among She
Page 63 and 64: His opportunity-seeking isn’t lim
Page 65 and 66: y diane alter Personalized Software
Page 67 and 68: y travis taylor Renewable Energy, S
Page 69 and 70: Making Family Law About Families Co
Page 71 and 72: y diane e. alter ATTORNEY, ADVOCATE
Page 73: y amy m. armstrong Real Estate Prac

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